Files and Contacts

May 2, 2025

Files and Contacts is the best way to organize all of your caregiving documentation in one spot. Whether you need to store your contacts, business organizations, documents, or other attachments, you can do it all from files and contacts. Simply click the plus icon in the lower right-hand corner, select the document type you want to create and follow the prompts. You can add additional folders for extra organization, and from the main page, you can filter your notes by type, or search by name.